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MONEYWISE TAX CPA PC 401(k) Plan

What public Form 5500 filings show about the MONEYWISE TAX CPA PC 401(k) plan — and how to find and check your own account.

Plan assets
$63K
Participants
2
Plans on file
1

The MONEYWISE TAX CPA PC 401(k) on its latest Form 5500

MONEYWISE TAX CPA PC (EIN 45-2635830) reports MONEYWISE TAX CPA PC 401(K) PLAN on its most recent Form 5500, with $63K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full MONEYWISE TAX CPA PC filing — schedules, fees, and providers.

Who runs the MONEYWISE TAX CPA PC 401(k)?

MONEYWISE TAX CPA PC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask MONEYWISE TAX CPA PCHR for the recordkeeper’s name and login.

How to check your MONEYWISE TAX CPA PC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MONEYWISE TAX CPA PC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: MONEYWISE TAX CPA PC — all Form 5500 filings (EIN 45-2635830) · Colorado employer EIN lookup · Form 5500 search
MONEYWISE TAX CPA PC 401(k) Plan — Form 5500